Step 1: Go to the Integrations Module
From your Revlitix dashboard, click on the Integrations icon in the left navigation menu.
Step 2: Find the CSV Data Integration
On the Integrations page, locate the CSV Data integration card.
Ensure the status shows Connected.
Step 3: Select Your CSV Account
Click on the CSV Data card.
You’ll see your connected CSV account listed (e.g. Campaign Performance).
Click on the account name to open it.
Step 4: Click on Mapping
Inside your selected account, click the Mapping tab at the top of the page.
Step 5: Click on File Upload to Update Your CSV
Locate the existing CSV data source that you've already uploaded.
Click on Upload Button to re-upload the latest version of your CSV sheet.
Note: Use the same sheet for data updating that you used during the initial integration, but with the updated data. This ensures your field mappings remain accurate and consistent.
Step 6: Save and Next
Once your new file is uploaded, click Save and Next to apply your changes.
